401(k) Knowledge Center

401(k) Retirement Planning – 4 Steps to Retire Faster Want to Retire Early? Three 401(k) Features That Can Help How Compound Interest and Dollar Cost Averaging Grow Savings Over Time

The Basics of 401(k) Fiduciary Responsibilities Understanding a 401(k) Plan's Fiduciary Hierarchy Best Practices for Avoiding 401(k) Fiduciary Liability

401(k) Fee Study - 75% of Small Business Plans Pay Hidden Fees 401(k) Fees - What You Need to Know About The 3 Major Categories 'Hidden' 401(k) Fees – What Business Owners Need to Know

401(k) Investment Basics for Employers Options for Picking a 401(k) Investment Menu 401(k) Investment Advice - Pros and Cons of  the 3 Major Forms

401(k) Plan Design – An Overview Is Your Company Part of a Controlled Group?  You Need to Know or Risk 401(k) Plan Disqualification Small Business 401(k) Plan Design Study - What 4,330 401(k) Plans Are Doing

401(k) Annual Administration - A Checklist for Business Owners (2022) How Much Time Does Annual 401(k) Administration Take? 401(k) Eligibility - When to Let Employees Join Your Plan

Plan Compensation - The Basis For All 401(k) Contributions 401(k) Contribution Deadlines – You Don’t Want to Miss Them! Roth vs. Pre-Tax 401(k) Deferrals – How to Choose

401(k) Withdrawal Rules – Frequently Asked Questions 401(k) Loan Rules – What Plan Participants Need to Know Hardship Distributions – Frequently Asked Questions

The Basics of 401(k) Nondiscrimination Testing Deadlines for 401(k) Nondiscrimination Testing The Coverage Test - What You Need to Know

The Benefits of a 401(k) Plan for Employers and Employees Small Business 401(k) Tax Credits – Including SECURE Act Enhancements Deadlines for 401(k) Adoption – Including SECURE Act Changes

Shopping For a 401(k) Plan Doesn’t Need To Be Overwhelming For Small Businesses; A Checklist Can Help Switching 401(k) Providers – What to Expect 4 Traits of the Best Small Business 401(k) Providers